With a complete array of Life Insurance products, Fixed and Variable
Annuities, and the Financial Services offered through Allegheny
Investments, Ltd., we can work with our clients to establish sound
financial goals and help them meet those financial goals.
The first step we take with our clients is to learn as much about them
and their needs as possible. It is important to know:
- Investment History
- Current Investments
- Risk Tolerance
- Short Term Goals
- Long Term/Retirement Goals
- Potential College Expenses
- Tax Bracket
- Estate Planning Considerations
- much more
In addition to reviewing all planning vehicles, it is also important
to discuss tax implications and potential tax savings that are associated
with certain financial and insurance products.
To get a head start, spend some time with the Planning
Calculators on our site. Determine your risk
tolerance, look at the impact of saving, determine how much life
insurance you should have plus many other helpful planning calculators.
Click here to request more information
on Financial, Retirement and Education Planning.
Securities and Investment Advisory Services offered
through Allegheny Investments, Ltd., Member NASD, SIPC, 3000 McKnight
East Drive, Pittsburgh, PA 15237 (412) 367-3880. Neil Merrell, Allegheny
Investments Registered Representative. Allegheny Investments, Ltd.
is not an affilitate of The Guard Group. |
